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Koch Industries’s Travelers Companies TRV Stock Holding History

Koch Industries’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-3,991
Closed -$554K – 598
2018
Q1 		$554K Sell
3,991
-7
-0.2% -$978 0.06% 344
2017
Q4 		$542K Buy
3,998
+1,268
+46% +$167K 0.08% 219
2017
Q3 		$335K Buy
2,730
+526
+24% +$65.7K 0.08% 262
2017
Q2 		$279K Buy
+2,204
New +$271K 0.08% 309

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Koch Industries's TRV Position: Q2 2018 in Review

Koch Industries sold out of Travelers Companies (TRV) in Q2 2018, closing a stake of 3,991 shares — an estimated $554K sold.

Koch Industries first reported a position in TRV in Q2 2017 and held it in 4 quarters. The position peaked at $554K in Q1 2018. 1,097 funds tracked by Wall St. Rank hold TRV as of Q2 2018.

  • Koch Industries reported no remaining Travelers Companies position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 3,991 Travelers Companies shares in Q2 2018, an estimated $554K.
  • Koch Industries first reported a position in Travelers Companies in Q2 2017 and held it in 4 quarters.
  • Koch Industries's Travelers Companies position peaked at $554K in Q1 2018.
  • 1,097 funds tracked by Wall St. Rank held Travelers Companies as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.